The company's share price growth has been below market return, but dividends have boosted total shareholder return. The revenue growth rate is respectable, but the share price was arguably over-optimistic. Recent insider buying could be a positive sign. The company's performance has improved recently, with a total shareholder return of 41% over the last year.
Compass Diversified's low P/S ratio persists due to anticipated declining revenue. Shareholders accept this, foreseeing no pleasant surprises in future revenue. It's unlikely the share price will see a significant rise soon under these conditions.
Elias Sabo and Mike Joyce lauded Anne's industry leadership and track record. They believe in Cavassa's potential to drive PrimaLoft's growth and enhance brand-consumer ties.
Despite recent share price dips, Compass Diversified offers possible investment opportunity due to strong annual growth and insider buying. It outpaced market returns considering the value of reinvested dividends.
Compass Diversified股票討論區
5年來營收除2019年下滑14.3%以外增長了4年,總體增長了88%;營業利潤5年連續增長,平均增速25.9%,但是淨利潤波動極大,除2018年微虧外盈利4年,其中2017和2020年微弱盈利,2019和2021年利潤分別達到3.1億和1.3億。
2022上半年營收增加8.1%,營業利潤基本持平,
利潤表顯示每年利息費用達到6千萬左右,對淨利潤影響極大,2021年佔營業利潤的44%,負擔很重。2019和2021年特殊費用分別達到了5760萬和3480萬,佔比也相當大。
目前市盈率28.44,市盈率TTM 14.9,吸引力不大。
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